Senior Tax Advisor - Client-Focused Tax Planning

H&R Block, Inc.; Easton (MA); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and strengthen client relationships using proven training and technology in an in-person office.

The role emphasizes client interviews, advisory guidance, IRS support, and collaboration with teammates in a positive, results-driven environment.

Qualifications

• Experience preparing complex individual and business tax returns.
• Ability to conduct in-depth client interviews and explain tax concepts clearly.
• Commitment to continuing education and meeting IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and build year-round client relationships.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing experience

Communication skills

Explain tax concepts clearly

Education

High school diploma / GED / equivalent

Bachelor's degree (Preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and strengthen client relationships using proven training and technology in an in-person office.

The role emphasizes client interviews, advisory guidance, IRS support, and collaboration with teammates in a positive, results-driven environment.